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Elevating Customer Care from Service to Strategic Asset

National Retailer

RetailStrategy & TransformationCustomer, Brand & ExperienceOperating Model & Organizational Design

The Situation

A national, multi-banner retailer reached a critical inflection point in its customer care operations. Customer care was fragmented across banners, systems, and third-party vendors—creating inconsistent experiences, limited visibility, and missed opportunities to learn from customers. The operating environment included 18 toll-free numbers, 18 email inboxes, 8 digital properties, and more than 450 agents, resulting in a reactive, complex model that was costly to manage and difficult to evolve. A large consulting partner had proposed a multi-year, technology-led transformation anchored in platform consolidation and AI enablement. Leadership instead sought a more nimble, execution-focused approach—one that could establish a clear, unifying vision, deliver near-term clarity, and create a practical roadmap to reposition Customer Care as a strategic advantage rather than a transactional cost center.

Outcome

“This work gave us a clear Customer Care Vision and Mission that reframed the function as the embodiment of the customer within our organization—not just a place to resolve issues, but a critical channel for insight, experience, and trust.” The engagement delivered a unified Customer Care Vision, Mission, and Strategy Framework, adopted at the executive level. Customer Care was repositioned as a vital source of customer insight and brand experience—where caring for customers becomes caring for the business. While subsequent leadership changes paused full implementation, the strategy remains a durable blueprint for how large, multi-banner retailers can elevate service into a competitive differentiator.

Approach

Why

To reposition Customer Care from a reactive, transactional function into a strategic touchpoint that builds trust, loyalty, and organizational learning—while improving efficiency and scalability.

How

Through a collaborative engagement that combined data analysis, frontline immersion, stakeholder workshops, and best-in-class benchmarking to create an actionable, enterprise-aligned strategy grounded in operational reality.

What

  • Defined a unifying Customer Care Vision and Mission, reframing care as responsible for removing barriers to full brand enjoyment
  • Established a strategic framework anchored in six universal pillars of great care: empathy, speed, empowerment, personalization, frictionless experience, and friendliness
  • Identified four execution enablers—Data, Technology, Empowerment, and Quality—to guide investment, operating model design, and governance
  • Created a five-year roadmap linking people, process, and technology, including a path to net-neutral cost improvement through automation and offshore optimization
  • This work shifted Customer Care from an operational afterthought to an enterprise capability

3 Things That Worked

  • Rapid immersion and access to frontline teams and leaders surfaced insights often missed in larger, layered engagements
  • Tailored strategy, designed around real operational constraints rather than a generic contact-center model
  • Fast cross-functional alignment that built shared ownership and momentum with Action-ready outputs focused on immediate, practical steps—not abstract, multi-year frameworks

3 Things We'd Do Differently

  • Secure sustained executive sponsorship earlier to protect momentum through leadership transitions
  • Improve data consistency earlier to validate pain points and size opportunities
  • Establish cross-banner governance sooner to streamline decision-making and introduce broader internal change support earlier to embed the vision across the organization.

Engagement Lead

Wendy Montgomery

Wendy Montgomery

Jerem.AI